Avondale Wealth Management’s Boeing BA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.8K | Hold |
400
| – | – | 0.05% | 82 |
|
|
2025
Q1 | $68.2K | Hold |
400
| – | – | 0.04% | 80 |
|
|
2024
Q4 | $70.8K | Hold |
400
| – | – | 0.05% | 75 |
|
|
2024
Q3 | $60.8K | Sell |
400
-200
| -33% | -$30.4K | 0.04% | 81 |
|
|
2024
Q2 | $109K | Buy |
600
+200
| +50% | +$36.4K | 0.07% | 62 |
|
|
2024
Q1 | $77.2K | Hold |
400
| – | – | 0.05% | 72 |
|
|
2023
Q4 | $104K | Hold |
400
| – | – | 0.08% | 56 |
|
|
2023
Q3 | $76.7K | Sell |
400
-200
| -33% | -$38.3K | 0.07% | 70 |
|
|
2023
Q2 | $127K | Hold |
600
| – | – | 0.11% | 53 |
|
|
2023
Q1 | $127K | Hold |
600
| – | – | 0.11% | 55 |
|
|
2022
Q4 | $114K | Hold |
600
| – | – | 0.1% | 49 |
|
|
2022
Q3 | $73K | Hold |
600
| – | – | 0.08% | 64 |
|
|
2022
Q2 | $82K | Sell |
600
-920
| -61% | -$126K | 0.1% | 51 |
|
|
2022
Q1 | $291K | Hold |
1,520
| – | – | 0.34% | 35 |
|
|
2021
Q4 | $306K | Sell |
1,520
-1,520
| -50% | -$306K | 0.31% | 36 |
|
|
2021
Q3 | $669K | Sell |
3,040
-1,500
| -33% | -$330K | 0.65% | 23 |
|
|
2021
Q2 | $1.09M | Buy |
4,540
+400
| +10% | +$95.9K | 1.02% | 18 |
|
|
2021
Q1 | $1.06M | Buy |
4,140
+1,200
| +41% | +$306K | 1.04% | 16 |
|
|
2020
Q4 | $629K | Buy |
2,940
+500
| +20% | +$107K | 0.73% | 16 |
|
|
2020
Q3 | $403K | Buy |
2,440
+120
| +5% | +$19.8K | 0.61% | 16 |
|
|
2020
Q2 | $425K | Sell |
2,320
-30
| -1% | -$5.5K | 0.6% | 16 |
|
|
2020
Q1 | $350K | Buy |
2,350
+2,250
| +2,250% | +$335K | 0.55% | 15 |
|
|
2019
Q4 | $33K | Hold |
100
| – | – | 0.05% | 56 |
|
|
2019
Q3 | $38K | Sell |
100
-10
| -9% | -$3.8K | 0.06% | 48 |
|
|
2019
Q2 | $40K | Hold |
110
| – | – | 0.03% | 52 |
|
|
2019
Q1 | $42K | Buy |
110
+10
| +10% | +$3.82K | 0.03% | 50 |
|
|
2018
Q4 | $32K | Sell |
100
-11
| -10% | -$3.52K | 0.03% | 55 |
|
|
2018
Q3 | $41K | Buy |
111
+51
| +85% | +$18.8K | 0.04% | 46 |
|
|
2018
Q2 | $20K | Hold |
60
| – | – | 0.02% | 62 |
|
|
2018
Q1 | $19K | Hold |
60
| – | – | 0.02% | 63 |
|
|
2017
Q4 | $18K | Buy |
+60
| New | +$18K | 0.02% | 72 |
|